American Portfolios Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.31M | Buy |
50,867
+2,395
| +5% | +$344K | 0.31% | 56 |
|
|
2022
Q2 | $7.02M | Sell |
48,472
-8,923
| -16% | -$1.29M | 0.29% | 57 |
|
|
2022
Q1 | $9.35M | Buy |
57,395
+9,421
| +20% | +$1.53M | 0.32% | 52 |
|
|
2021
Q4 | $5.63M | Buy |
47,974
+2,420
| +5% | +$284K | 0.19% | 103 |
|
|
2021
Q3 | $4.62M | Sell |
45,554
-11,253
| -20% | -$1.14M | 0.17% | 109 |
|
|
2021
Q2 | $5.95M | Buy |
56,807
+10,100
| +22% | +$1.06M | 0.23% | 82 |
|
|
2021
Q1 | $4.89M | Buy |
46,707
+12,441
| +36% | +$1.3M | 0.21% | 93 |
|
|
2020
Q4 | $2.89M | Buy |
34,266
+1,718
| +5% | +$145K | 0.15% | 135 |
|
|
2020
Q3 | $2.34M | Buy |
32,548
+965
| +3% | +$69.5K | 0.14% | 148 |
|
|
2020
Q2 | $2.82M | Buy |
31,583
+6,836
| +28% | +$610K | 0.18% | 114 |
|
|
2020
Q1 | $1.79M | Sell |
24,747
-470
| -2% | -$34.1K | 0.15% | 142 |
|
|
2019
Q4 | $3.04M | Buy |
25,217
+493
| +2% | +$59.4K | 0.22% | 111 |
|
|
2019
Q3 | $2.93M | Sell |
24,724
-6,391
| -21% | -$758K | 0.24% | 90 |
|
|
2019
Q2 | $3.87M | Buy |
31,115
+2,310
| +8% | +$287K | 0.33% | 68 |
|
|
2019
Q1 | $3.55M | Buy |
28,805
+3,863
| +15% | +$476K | 0.33% | 65 |
|
|
2018
Q4 | $2.71M | Buy |
24,942
+2,285
| +10% | +$249K | 0.34% | 73 |
|
|
2018
Q3 | $2.77M | Buy |
22,657
+3,391
| +18% | +$415K | 0.32% | 69 |
|
|
2018
Q2 | $2.44M | Sell |
19,266
-3,387
| -15% | -$428K | 0.33% | 62 |
|
|
2018
Q1 | $2.58M | Buy |
22,653
+1,770
| +8% | +$202K | 0.38% | 55 |
|
|
2017
Q4 | $2.61M | Buy |
+20,883
| New | +$2.61M | 0.41% | 46 |
|